-4.9%
EQT vs AVTR
+37.4%
-42.3%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.4% | -3.6% | -3.2% |
| 7D | -6.6% | -6.2% | -0.4% | -6.9% |
| 30D | +2.7% | -1.0% | +3.8% | +2.7% |
| 3M | -0.2% | +14.4% | -14.6% | +0.5% |
| 6M | -10.6% | +95.9% | -106.4% | -5.2% |
| YTD | -1.2% | +36.6% | -37.7% | +1.9% |
| 1Y | -4.9% | +35.1% | -40.0% | -1.1% |
| All | -4.9% | +37.4% | -42.3% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AVTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling